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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1901
SkyView Investment Advisors
New Jersey
$903K -$12.4K -240 -1%
KA
1902
Klingman & Associates
New York
$901K -$19.6K -380 -2%
BIM
1903
Baldwin Investment Management
Pennsylvania
$901K – – –
SCM
1904
Steele Capital Management
Iowa
$901K -$54.5K -1,056 -5%
PA
1905
PFW Advisors
Georgia
$900K +$103 +2 +0%
EA
1906
Everpar Advisors
Oklahoma
$898K -$60.6K -1,174 -6%
GC
1907
Gilbert & Cook
Iowa
$898K -$39.5K -766 -4%
KV
1908
Kickstand Ventures
New York
$897K – – –
BSI
1909
Bennett Selby Investments
Maine
$894K – – –
CAM
1910
Cypress Asset Management
Texas
$894K -$7.74K -150 -0.8%
OFG
1911
Oxford Financial Group
Indiana
$894K +$441K +8,542 +87%
WC
1912
Westhampton Capital
North Carolina
$893K – – –
ACM
1913
Aster Capital Management
United Arab Emirates
$893K +$1.1M +21,408 New
AA
1914
Auxano Advisors
Washington
$893K +$16.2K +314 +2%
PWM
1915
Prentice Wealth Management
New York
$891K -$2.99K -58 -0.3%
CCT
1916
Capital City Trust
Florida
$890K -$250K -4,840 -21%
WW
1917
Waterfront Wealth
Kansas
$889K -$5.16K -100 -0.5%
ZIG
1918
Zuckerman Investment Group
Illinois
$889K – – –
CFD
1919
Creative Financial Designs
Indiana
$889K +$22.4K +434 +2%
WAM
1920
WNY Asset Management
New York
$888K +$940K +18,217 New
WCM
1921
Warburton Capital Management
Oklahoma
$887K +$30.8K +596 +4%
FIB
1922
First Interstate Bank
Montana
$887K -$3.25K -63 -0.3%
WFAG
1923
Wescott Financial Advisory Group
Pennsylvania
$886K +$27.6K +534 +3%
TC
1924
TAGStone Capital
North Carolina
$886K +$131K +2,535 +16%
NWWA
1925
New Wave Wealth Advisors
Arkansas
$885K +$52.4K +1,016 +6%
75 76
77
78 79